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The Perfect RIA
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
Oct 25, 2023
Micah discusses bringing on an assistant with Theresa Summerlin from Belay, emphasizing the importance of finding the right fit. They talk about the onboarding process, clear communication, delegation, and optimizing communication with virtual assistants.
28:29
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Quick takeaways
- Finding an assistant who clicks with your needs is crucial for fast-tracking onboarding and creating a solid partnership.
- Effective communication, clear expectations, and regular check-ins are vital for a successful virtual assistant-employer relationship.
Deep dives
Importance of Having the Right Team Members
To take your practice to the next level, it is crucial to have the right team members in place. This includes individuals with the right skill set, cultural fit, and personality. The speaker emphasizes the importance of fulfilling all these criteria to ensure success.
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Discover
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